Bravo Zulu Capital Management

The firm provides fee-only investment management and advisory services to individuals, high-net-worth individuals, and families, operating on both discretionary and non-discretionary bases. Services include developing investment policy statements, determining asset allocation, researching investment vehicles, advising on custodian selection, monitoring portfolios, and furnishing advice on taxation and other non-securities matters.

Its investment approach emphasizes strategic asset allocation with a core-and-satellite structure—using passive index and ETF exposures as the core and selectively adding active managers in satellite positions—while applying fundamental, technical, and cyclical analysis and maintaining global diversification. Portfolios may include public equities, bonds, mutual funds, ETFs, and, in certain cases, privately offered investments and private credit; valuations for outside/private investments are provided to the firm by the producing investment company, and accounts are reviewed at least quarterly.

The firm is newly formed and, according to its most recent filing, had not yet begun managing client assets; it operates as a solo-registered adviser and does not accept commissions or third‑party compensation. The principal’s background combines military investigative service, entrepreneurial experience across consumer and technology ventures, ongoing legal study, and securities licensing, and the brochure discloses operational choices that differ from many peers—such as typically not aggregating trades for multiple accounts, not voting client proxies, and not participating in soft-dollar arrangements.